Bill Capture & AP Processing for M&A Analysts with PitchBook
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — M&A Analysts re-key them into Datasite, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in PitchBook
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
PitchBook Integration Approach
Audit your PitchBook configuration
We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the PitchBook API or agent
Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PitchBook with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PitchBook instance
30-minute call. We'll look at your actual PitchBook setup and show exactly how this workflow fits.